FMG is shuffling its leadership ranks as it looks to deepen its push into AI-driven marketing tools for advisors and large wealth firms.
The San Diego-based marketing technology company said co-founder Dave Christensen has been named chief executive officer, succeeding longtime CEO Scott White. Christensen, who has led product and strategy at FMG for years, will now oversee the broader business as the firm expands its platform for RIAs, broker-dealers, wirehouses, regional firms, and insurance organizations.
White, who spent nearly a decade as CEO, will move to FMG’s board of directors, where he will continue to advise on strategy and growth.
Executive chair Mark Casady – the former LPL CEO who took up the chair position at FMG in September – said that White has been “instrumental in building FMG into the trusted platform it is today” and will keep contributing as he transitions to the board.
The company is also adding two senior leaders. Former Salesforce executive Michelle Feinstein is joining as chief product and strategy officer, taking over Christensen’s old remit, while former LPL Financial executive Mo Ayadi has been appointed chief information officer.
Feinstein most recently served as general manager of global financial services solutions and strategy at Salesforce, where she focused on wealth and asset management clients. Before that, she held senior posts at BNY Mellon Pershing and Albridge. FMG said her experience in enterprise product leadership and commercial execution will be key as it works to deliver a scalable, compliant marketing platform that can help advisors and agents generate organic growth.
Ayadi brings a background in enterprise technology, data platforms and reporting. At LPL Financial, he served as senior vice president of financial technology products, working on a new wealth management platform, data strategy and advisor CRM. FMG said his role will tie together business systems, data infrastructure, and operational insights to support faster decision-making.
Casady said the refreshed leadership bench, including “expanded product, technology, and data leadership, positions FMG to accelerate innovation, and deliver more personalized, AI-enabled growth for advisors, agents and enterprise marketing teams.”
Private equity backer GTCR – which announced it would take an ownership stake in FMG in July – framed the moves as setting up the next stage of product development.
GTCR Managing Director Michael Hollander said the firm is “excited to partner with [Christensen], whose vision for the platform and deep understanding of FMG’s strategy position the company well for its next phase of innovation” as it broadens capabilities for advisors and enterprises.
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